First time shopping Etsy? Spend $25+ by Mar 27 and get 15% off your next order. View terms

Price:$12.99

Loading

Freelancer Financial Dashboard Google Sheets Template | Tax Tracker 1099 | Income Expense | Self Employed Bookkeeping

Includes Etsy Purchase Protection

You can only make an offer when buying a single item

Highlights

  • Designed by SheetStackStudio
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 File

💼 FREELANCER FINANCIAL DASHBOARD — Google Sheets Template

The complete financial command center for freelancers, contractors, and self-employed professionals. Track income, expenses, invoices, clients, and tax estimates — all in one beautiful, auto-calculating spreadsheet.

Stop guessing what you owe in taxes. Stop losing track of invoices. Stop wondering if you're actually profitable. Know your numbers.

━━━━━━━━━━━━━━━━━━━━━━━━

✅ WHAT'S INCLUDED (7 TABS):

📊 Dashboard — Total income, expenses, net profit, tax liability, and effective tax rate at a glance. 4 auto-updating charts: income vs expenses, monthly trends, expense breakdown, and quarterly tax estimates.

💰 Income — Log every payment with client name, project, date, amount, and payment method. Filter by client or month. Running totals update automatically.

💸 Expenses — Categorize every business expense with 15 pre-loaded categories (software, equipment, travel, meals, home office, etc.). Tax-deductible flagging built in.

📄 Invoices — Track every invoice: sent date, due date, amount, status (Paid/Pending/Overdue). Auto-calculates aging and total outstanding. Color-coded status indicators.

👥 Clients — Client directory with contact info, total revenue per client, invoice count, and average project value. See your best clients instantly.

⚙️ Settings — Set your tax rates (federal, state, self-employment), tax year, expense categories, and payment methods.

📖 Instructions — Complete setup guide with freelancer tax tips.

━━━━━━━━━━━━━━━━━━━━━━━━

💡 KEY FEATURES:
→ Quarterly estimated tax calculations (Schedule SE ready)
→ Profit & loss calculated automatically
→ Invoice aging tracker with overdue alerts
→ Per-client revenue analysis
→ 15 pre-loaded expense categories
→ 4 auto-updating dashboard charts
→ Monthly income & expense trends
→ Tax-deductible expense flagging
→ Color-coded status indicators
→ Works for any tax year
→ Mobile-friendly layout

━━━━━━━━━━━━━━━━━━━━━━━━

🎯 PERFECT FOR:
• Freelancers and independent contractors
• Self-employed professionals (1099 workers)
• Consultants and solopreneurs
• Side hustlers tracking business income
• Anyone preparing Schedule C tax documents

━━━━━━━━━━━━━━━━━━━━━━━━

📋 HOW IT WORKS:
1. Purchase and open in Google Sheets (File → Make a copy)
2. Set your tax rates in Settings
3. Log income and expenses as they happen
4. Track invoices and client payments
5. Watch your dashboard calculate everything!

━━━━━━━━━━━━━━━━━━━━━━━━

⚠️ IMPORTANT:
• Google Sheets template (not Excel)
• Free Google account required
• Digital download — no physical item shipped
• For personal/business use only — not for resale

💬 Questions? Message us — we respond within 24 hours!
© SheetStackStudio

Instant Download

Your files will be available to download once payment is confirmed.  Here's how.

Instant download items don’t accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

Etsy Purchase Protection
Shop confidently on Etsy knowing if something goes wrong with an order, we've got your back for all eligible purchases — see program terms